Eaton Vance Tax-Managed GlobXEXGX
13F holders, Q4 2025 (December 31)288holders +22
30new positions
22sold out
$9.52avg. 13F price*
At the end of Q4 2025, 288 institutions reported holding Eaton Vance Tax-Managed Glob (XEXGX) in their 13F filings, up 22 from Q3 2025. 30 opened new positions and 22 sold out. The largest holders were Morgan Stanley ($230.6M), LPL Financial LLC ($35.9M) and Invesco Ltd. ($35.3M).
- Company
- Eaton Vance Tax-Managed Glob
- CUSIP
- 27829F108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 30 | $3.8M |
| Exits | 22 | $6.1M |
All 13F filers, Q3 2025 → Q4 2025: 1,919,480 shares bought and 2,310,086 shares sold, net −390,606 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 288 holders
| Morgan Stanley | 0.01% | Add +0.8% | 24,202,274 | $230.6M |
| LPL Financial LLC | 0.01% | Add +2.0% | 3,765,738 | $35.9M |
| Invesco Ltd. | 0.00% | Reduce -6.3% | 3,704,086 | $35.3M |
| Bank of America Corp. | 0.00% | Reduce -0.3% | 2,675,253 | $25.5M |
| Raymond James Financial Inc. | 0.01% | Add +0.3% | 2,106,875 | $20.1M |
| Karpus Management, Inc. | 0.43% | Reduce -4.4% | 1,467,837 | $14.0M |
| Royal Bank of Canada | 0.00% | Add +2.5% | 1,399,404 | $13.3M |
| Janney Montgomery Scott LLC | 0.03% | Add +1.7% | 1,343,304 | $12.8M |
| Guggenheim Capital LLC | 0.09% | Reduce -0.5% | 1,295,890 | $12.3M |
| Advisors Asset Management, Inc. | 0.20% | Reduce -7.0% | 1,272,644 | $12.1M |
| Wells Fargo & Company | 0.00% | Reduce -10.6% | 1,256,736 | $12.0M |
| Allspring Global Investments Holdings, LLC | 0.02% | Reduce -4.4% | 1,206,604 | $11.5M |
| Stifel Financial Corp. | 0.01% | Add +4.8% | 1,032,558 | $9.8M |
| Ameriprise Financial Inc. | 0.00% | Add +1.3% | 988,803 | $9.4M |
| Cohen & Steers, Inc. | 0.02% | No change | 964,977 | $9.2M |
| Formidable Asset Management, LLC | 1.22% | Reduce -6.5% | 916,333 | $8.3M |
| HighTower Advisors, LLC | 0.01% | Reduce -0.2% | 833,136 | $7.9M |
| Penserra Capital Management LLC | 0.09% | Add +10.2% | 802,308 | $7.6M |
| Prosperity Consulting Group, LLC | 0.31% | Add +4.5% | 728,693 | $6.9M |
| UBS Group AG | 0.00% | Reduce -5.2% | 702,936 | $6.7M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -4.7% | 700,350 | $6.7M |
| Snowden Capital Advisors LLC | 0.16% | Reduce 0.0% | 662,922 | $6.3M |
| Focused Wealth Management, Inc | 0.61% | Add +10.3% | 607,374 | $5.8M |
| SAM Advisors, LLC | 1.55% | Reduce -0.0% | 513,474 | $4.9M |
| Osaic Holdings, Inc. | 0.01% | Reduce -1.7% | 510,639 | $4.9M |
| Rockefeller Capital Management L.P. | 0.01% | Add +19.5% | 471,129 | $4.5M |
| Kestra Advisory Services, LLC | 0.02% | Add +39.3% | 462,619 | $4.4M |
| Cetera Investment Advisers | 0.00% | Add +18.2% | 460,671 | $4.4M |
| NewEdge Advisors, LLC | 0.02% | Add +7.3% | 442,419 | $4.2M |
| CoreCap Advisors, LLC | 0.14% | Add +0.3% | 410,529 | $3.9M |
| KMG Fiduciary Partners, LLC | 0.24% | Add +22.5% | 360,568 | $3.4M |
| Cerity Partners LLC | 0.00% | Add +4.4% | 292,254 | $2.8M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -0.2% | 290,178 | $2.8M |
| Shaker Financial Services, LLC | 0.80% | Add +283.5% | 265,118 | $2.5M |
| Fund Advisors of America Inc | 2.08% | — | 237,955 | $2.3M |
| Marks Group Wealth Management, Inc | 0.21% | No change | 230,456 | $2.2M |
| Truist Financial Corp. | 0.00% | Add +4.3% | 207,776 | $1.9M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +6.0% | 189,555 | $1.8M |
| &partners | 0.01% | Add +134.4% | 179,722 | $1.7M |
| Blair William & Co. | 0.00% | Reduce -2.1% | 176,178 | $1.7M |
| Comerica Bank | 0.01% | Reduce -2.1% | 160,890 | $1.5M |
| Avestar Capital, LLC | 0.10% | Reduce -20.2% | 155,700 | $1.5M |
| High Net Worth Advisory Group LLC | 0.33% | Reduce -6.8% | 151,790 | $1.4M |
| Principal Securities, Inc. | 0.02% | Reduce -4.3% | 146,641 | $1.4M |
| Pointe Capital Management LLC | 0.69% | Reduce -8.8% | 145,488 | $1.4M |
| Mariner, LLC | 0.00% | Add +0.6% | 143,663 | $1.4M |
| one8zero8, LLC | 0.29% | Add +0.7% | 139,150 | $1.3M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +0.1% | 138,291 | $1.3M |
| Goldman Sachs Group Inc. | 0.00% | Add +2.1% | 132,641 | $1.3M |
| 1607 Capital Partners, LLC | 0.08% | Reduce -49.0% | 129,714 | $1.2M |
| Oppenheimer & Co. Inc. | 0.02% | Reduce -3.7% | 125,596 | $1.2M |
| Allworth Financial LP | 0.00% | Add +5.9% | 125,244 | $1.2M |
| S Harris Financial Group, LLC | 1.09% | — | 118,953 | $1.1M |
| Focus Partners Wealth | 0.00% | Add +18.6% | 116,685 | $1.1M |
| Morey & Quinn Wealth Partners, LLC | 0.76% | Add +7.0% | 111,505 | $1.1M |
| Clarius Group, LLC | 0.06% | No change | 107,906 | $1.0M |
| Northstar Advisory Group, LLC | 0.36% | Add +4.3% | 106,042 | $1.0M |
| Integrated Wealth Concepts LLC | 0.01% | Add +9.8% | 106,036 | $1.0M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -5.5% | 100,882 | $961K |
| Thrivent Financial for Lutherans | 0.00% | No change | 99,725 | $950K |
| D.A. Davidson & Co. | 0.01% | Add +5.3% | 95,226 | $908K |
| Kovack Advisors, Inc. | 0.04% | Add +74.9% | 94,528 | $901K |
| Bearing Point Capital, LLC | 0.14% | No change | 94,000 | $896K |
| Centaurus Financial, Inc. | 0.04% | Add +1.8% | 93,362 | $890K |
| Leo Wealth, LLC | 0.06% | No change | 88,886 | $847K |
| International Assets Investment Management, LLC | 0.05% | Add +9.6% | 79,955 | $762K |
| Corient Private Wealth LP | 0.00% | Add +9.2% | 71,112 | $678K |
| Winebrenner Capital Management LLC | 0.44% | Reduce -12.5% | 70,000 | $667K |
| NWF Advisory Services Inc. | 0.07% | Reduce -18.9% | 66,225 | $631K |
| Ameritas Advisory Services, LLC | 0.02% | Reduce -7.3% | 64,761 | $617K |
| Merit Financial Group, LLC | 0.00% | Add +7.8% | 64,544 | $615K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -4.5% | 63,839 | $608K |
| David J Yvars Group | 0.32% | Add +13.1% | 62,561 | $594K |
| Diligent Investors, LLC | 0.14% | Add +98.5% | 61,636 | $587K |
| Jane Street Group, LLC | 0.00% | Add +39.6% | 61,486 | $586K |
| PFG Investments, LLC | 0.03% | Add +10.5% | 59,482 | $567K |
| Creative Planning | 0.00% | Add +39.2% | 56,753 | $541K |
| MGB Wealth Management, LLC | 0.15% | Reduce -0.3% | 55,822 | $532K |
| Wedbush Securities Inc. | 0.02% | Add +12.7% | 54,552 | $520K |
| Dakota Wealth Management | 0.01% | No change | 54,085 | $515K |
| Independent Financial Group, LLC | 0.01% | Add +0.2% | 53,649 | $511K |
| Summit Financial, LLC | 0.01% | Reduce -6.1% | 53,622 | $511K |
| JGP Wealth Management, LLC | 0.05% | New | 52,500 | $500K |
| IFC Advisors LLC | 0.07% | Reduce -18.3% | 51,967 | $495K |
| Farther Finance Advisors, LLC | 0.01% | Add +4.3% | 51,556 | $491K |
| Investmark Advisory Group LLC | 0.20% | Add +1.3% | 50,164 | $478K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -83.3% | 48,189 | $459K |
| Wealth Effects LLC | 0.14% | Reduce -6.8% | 48,067 | $458K |
| Compound Planning, Inc. | 0.01% | No change | 46,361 | $442K |
| MML Investors Services, LLC | 0.00% | Reduce -33.2% | 43,811 | $418K |
| Captrust Financial Advisors | 0.00% | No change | 43,457 | $414K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -7.5% | 41,860 | $404K |
| Sound Income Strategies, LLC | 0.02% | New | 41,604 | $398K |
| J.W. Cole Advisors, Inc. | 0.01% | Reduce -9.1% | 69,625 | $384K |
| Sunpointe, LLC | 0.12% | Add +1.7% | 39,272 | $374K |
| Post Resch Tallon Group Inc. | 0.32% | Add +5.3% | 39,145 | $373K |
| Pathstone Holdings, LLC | 0.00% | Add +0.9% | 37,825 | $360K |
| Cranbrook Wealth Management, LLC | 0.07% | No change | 36,924 | $352K |
| Semus Wealth Partners LLC | 0.19% | Add +2.1% | 36,167 | $345K |
| Mill Creek Capital Advisors, LLC | 0.01% | No change | 35,659 | $340K |
"% of holder's portfolio" is XEXGX's weight in each manager's 13F, not the share of Eaton Vance Tax-Managed Glob the manager owns.